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Taxpayer received a 1099-R, showing his $3,000 distribution that was made directly from his retirement to his insurance to pay his premiums. He is a retired fir...
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It was to Traditional IRA for 2020 then Converted to Backdoor Roth IRA for 2020.
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I have a client that in 2019 made Roth IRA contributions of $6k. However,the clientwas over the income threshold. On 6/3/2020, before filing 2019 taxes, the cli...
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Looking for guidance on how to report a backdoor Roth IRA.
